+789.1%
NOW vs AAOI
+445.6%
+343.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.0% | -1.0% | +0.9% |
| 7D | -6.2% | -0.2% | -6.0% | -6.2% |
| 30D | +6.1% | -23.7% | +29.8% | +7.7% |
| 3M | +28.6% | -39.0% | +67.6% | +31.1% |
| 6M | +14.6% | -17.0% | +31.7% | +10.9% |
| YTD | -13.5% | +202.2% | -215.7% | -28.1% |
| 1Y | -29.4% | +292.4% | -321.8% | -43.9% |
| 3Y | +9.4% | +804.4% | -795.0% | -30.1% |
| 5Y | +2.3% | +1,318.0% | -1,315.8% | -46.2% |
| All | +789.1% | +445.6% | +343.5% | +389.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOI.
Daily Out/Under-Performance
Portfolio return minus AAOI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AAOI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling